BilkeyKatz Investment Consultants has an open door policy for any investment management organization. We seek advisers that can best meet our clients’ needs. Our approach is one of cooperation, and we believe that the client, consultant and investment adviser all bring valuable elements to the process.
In addition to IM InvestWorks® and Morningstar Direct software and databases, we subscribe to Investment Metrics, LLC's (IM) peer ranking and performance measurement services, amongst others.
We welcome meetings in our offices at any time. We are conveniently located in Downtown Pittsburgh. You will meet with a senior consultant who is experienced in evaluating investment managers.
If you are interested in contacting us, please click below to send us an email.